Wealth Managers Grapple with Long Client Onboarding Times – Avaloq Research
- 10 months 2 weeks ago
- Wealth Management
Wealth management clients worldwide experience significant waiting times in the onboarding process according to research from Avaloq, a global leader in digital banking solutions and wealth management technology.
Linedata Unveils Global Study Results on AI Integration in Asset Management Firms
- 10 months 3 weeks ago
- Asset Management
Linedata, a global provider of asset management and credit technology, data, and services, today announces the results of its report, "What’s Next: A closer look at Artificial Intelligence in Asset Management," conducted in collaboration with Global Fund Media, a leader in market trend analysis for hedge fund and private equity professionals.
Bloomberg Introduces Sustainability Tools into Its Portfolio and Risk Analytics Solutions
- 11 months 5 days ago
- Management
Bloomberg today announced the release of new tools to help investors measure, manage and report on the sustainability characteristics of investment portfolios. The tools are accessible within Bloomberg’s widely-used portfolio and risk analytics solutions, PORT, which is available to all Terminal users, and the premium offering PORT Enterprise, for those seeking an integrated enterprise reporting solution.
Avaloq Introduces OpenWealth Standard at LGT to Enhance Business with Independent Asset Managers
- 11 months 1 week ago
- Management
Liechtenstein-based LGT, in collaboration with Avaloq and Synpulse8, has implemented the OpenWealth API standard to enhance LGT's business with financial intermediaries. The new solution will provide them with real-time access to LGT's investment positions and transaction data, with standardized data quality and an intuitive single interface.
New Revolut Feature to Block Pickpockets and Phone Snatchers from Accessing Customer Savings Ahead of Summer Travel Season
- 11 months 3 weeks ago
- Wealth Management
Revolut, the global fintech with over 8 million UK customers and 40 million globally, is today introducing Wealth Protection, an extra layer of in-app identity verification, designed to prevent thieves from accessing customer savings within the Revolut app. Wealth Protection will help protect customers who have had their unlocked phone stolen, or password and face recognition compromised, and stops criminals from withdrawing customers’ hard... more
Moonfare Hits €3B in Assets Under Management as Interest in Private Equity from Individuals Continues to Grow
- 11 months 3 weeks ago
- Asset Management
Moonfare, the world’s largest digital business-to-consumer platform for private equity investing by assets under management (AUM), has reached €3bn AUM and expects further growth this year as individual investors continue to allocate to the asset class.
Broadridge and Kyndryl to Partner in Canadian Wealth Management
- 1 year 2 weeks ago
- Wealth Management
Global Fintech leader Broadridge Financial Solutions, Inc., today announced that it will acquire Kyndryl's Securities Industry Services (SIS) wealth and capital markets technology platform. SIS solutions include clearing and settlement, account record keeping, tax and regulatory reporting, and integrated order management activities for Canadian financial services firms.
New Experian Tool Empowers Financial Inclusion Through Open Banking Insights
- 1 year 2 weeks ago
- Management
Experian® today announced the launch of Cashflow Attributes™, a groundbreaking solution to help expand fair and affordable access to credit, particularly for thin-file and credit-invisible consumers. With over 900 income, cashflow and affordability attributes, Experian’s cashflow insights are available now and allow lenders to seamlessly integrate banking data into their decision-making*.
Wolters Kluwer Wins Best ESG Risk Management Solution at ESG Insight Awards
- 1 year 2 weeks ago
- Risk Management
Wolters Kluwer, a global leader in information, software, and services for professionals, announces that its OneSumX for ESG and Climate Risk Management solution has been recognized as Best ESG Risk Management Solution at the 2024 ESG Insight Awards.
Equals Money to Power Innovative New Financial Management Platform, Chorus TM
- 1 year 2 weeks ago
- Management
Equals Money has today announced its collaboration with music-focused financial management platform, Chorus TM. The innovative platform, created by entertainment industry veterans, Simon Liddell and Freddy Greenish, and powered by Equals Money, offers a one-stop, cutting-edge platform for artist managers, business managers, tour managers, and others working in the music and entertainment industry.
Keybank Launches Virtual Account Management Services Powered by Qolo’s Technology Platform
- 1 year 3 weeks ago
- Treasury
KeyBank announced the launch of KeyVAM, a virtual account management solution for treasury management clients who have complex demand deposit account (DDA) structures and want to streamline their cash-flow and account structure.
AutoRek Now Available in the Microsoft Azure Marketplace
- 1 year 3 weeks ago
- Management
AutoRek, a leading software provider to companies in the global financial services sector, has today announced the availability of its cutting-edge platform in the Microsoft Azure Marketplace, an online store providing applications and services for use on Azure. AutoRek customers can now take advantage of the productive and trusted Azure cloud platform, with streamlined deployment and management.
Unimarket Enhances Spend Management Platform with AP Payments as a Service
- 1 year 3 weeks ago
- Management
Unimarket, a global provider of spend management and source-to-pay solutions, today announced the US market expansion of 'Unimarket Payments,' a fully managed accounts payable (AP) payments service that optimizes, monetizes, and secures the entire payment lifecycle.
Globacap and Tokeny Join Forces to Enhance Tokenized Private Asset Distribution
- 1 year 1 month ago
- Management
Capital markets technology firms Tokeny, a leader in tokenization technology for capital markets assets, and Globacap, a world leader in the automation of private markets operational workflow, have partnered to expand the DINO Network and transform the distribution landscape for tokenized private assets.
Kinsted Wealth Selects Objectway for Enhanced and Fully Integrated Client and Investment Management Platform to Drive Growth
- 1 year 1 month ago
- Management
Objectway, global Top100 FinTech provider of as-a-service software and services to banks, wealth and asset managers, has partnered with Kinsted Wealth, a Calgary (CAN) based independent wealth manager serving private individuals and institutional investors. Objectway will help Kinsted Wealth manage their business in a fully integrated and centralised manner, ultimately accelerating the growth of its discretionary business and external advisor... more
